TSA Wealth Management’s FrontView REIT FVR Stock Holding History

TSA Wealth Management’s Portfolio FVR Stock Details FVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-12,020	Closed	-$186K	–	128
2026 Q1	$186K	Buy	+12,020	New	+$194K	0.06%	104

Other funds holding FVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CCM

Chilton Capital Management Houston, Texas $3.17B AUM 32.56% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TSA Wealth Management's FVR Position: Q2 2026 in Review

TSA Wealth Management sold out of FrontView REIT (FVR) in Q2 2026, closing a stake of 12,020 shares — an estimated $186K sold.

TSA Wealth Management first reported a position in FVR in Q1 2026 and held it in 1 quarter. The position peaked at $186K in Q1 2026. 125 funds tracked by Wall St. Rank hold FVR as of Q2 2026.

TSA Wealth Management reported no remaining FrontView REIT position as of Q2 2026 after selling out during the quarter.
TSA Wealth Management sold 12,020 FrontView REIT shares in Q2 2026, an estimated $186K.
TSA Wealth Management first reported a position in FrontView REIT in Q1 2026 and held it in 1 quarter.
TSA Wealth Management's FrontView REIT position peaked at $186K in Q1 2026.
125 funds tracked by Wall St. Rank held FrontView REIT as of Q2 2026.

Based on TSA Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.